UHAL
U-Haul Holding Company · Industrials · Rental & Leasing Services
Momentum inputs (comparable managers):
holder breadth +7.9% ·
share flow +5.9% ·
net new positions +8.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 109 | +8 | 43.14M | $2.54B | +13 | −4 |
| Q1 2026 | 103 | -4 | 39.37M | $1.77B | +3 | −8 |
| Q4 2025 | 108 | +2 | 45.18M | $2.13B | +3 | — |
| Q3 2025 | 21 | -1 | 27.99M | $1.44B | +1 | −3 |
| Q2 2025 | 20 | +2 | 29.06M | $1.60B | +3 | −1 |
| Q1 2025 | 15 | +1 | 9.53M | $575.25M | +1 | — |
| Q4 2024 | 14 | 0 | 9.10M | $591.21M | +1 | −1 |
| Q3 2024 | 13 | 0 | 7.32M | $533.91M | +1 | −1 |
| Q2 2024 | 13 | — | 7.48M | $450.70M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Lp | 5.37M | +11.4% | $314.88M | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 2 | BlackRock ✦ (passive) | 5.09M | +0.1% | $297.47M | 0.0% | ▲ Add | 5 | SEC ↗ ×30 |
| 3 | Vanguard Capital Management Llc | 4.83M | +0.3% | $281.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Fidelity (FMR) ✦ | 4.23M | -6.6% | $244.01M | 0.0% | ▼ Trim | 5 | SEC ↗ ×7 |
| 5 | Hotchkis & Wiley Capital Management… | 2.47M | -22.1% | $142.55M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 6 | State Street Global Advisors ✦ (passive) | 2.15M | +3.7% | $125.83M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (passive) | 1.88M | -3.0% | $109.61M | 0.0% | ▼ Trim | 9 | SEC ↗ ×4 |
| 8 | D. E. Shaw & Co. ✦ | 1.76M | +35.3% | $105.49M | 0.1% | ▲ Add | 9 | SEC ↗ ×4 |
| 9 | Norges Bank ✦ (passive) | 1.56M | New | $94.05M | 0.0% | New | 1 | SEC ↗ ×2 |
| 10 | Millennium Management ✦ | 807.29K | +1.5% | $49.80M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 11 | Charles Schwab Investment… | 856.34K | +1.9% | $49.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | State Of Wisconsin Investment Board | 755.37K | +144.4% | $43.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Qube Research & Technologies Ltd | 671.25K | +156.6% | $38.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 583.93K | +179.0% | $38.21M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 15 | Artisan Partners Limited Partnership | 622.58K | -35.9% | $35.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Northern Trust Corp | 582.43K | -1.0% | $33.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 17 | Morgan Stanley ✦ | 494.60K | -3.8% | $29.57M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 18 | Hrt Financial Lp | 457.38K | +85.7% | $27.63M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Tweedy, Browne ✦ | 462.83K | -0.1% | $26.71M | 2.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 404.29K | +30.5% | $25.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Tidal Investments LLC | 367.85K | -5.6% | $21.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 312.06K | -5.9% | $18.80M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 23 | Mackenzie Financial Corp | 322.54K | New | $18.61M | 0.0% | New | 1 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 317.64K | +4.7% | $18.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 25 | Citadel Advisors ✦ | 288.13K | +101.7% | $17.88M | 0.0% | ▲ Add | 7 | SEC ↗ ×4 |
| 26 | American Century Companies Inc | 305.97K | +102.4% | $17.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Bank Of America Corp /De/ | 300.89K | +19.1% | $17.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 28 | Royal Bank Of Canada | 289.15K | +2.8% | $16.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 29 | Invesco Ltd. | 281.35K | +34.6% | $16.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 30 | Arrowstreet Capital ✦ | 248.63K | +524.0% | $14.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 31 | Gotham Asset Management ✦ | 221.81K | +410.1% | $14.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | UBS Group AG | 230.89K | +22.0% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 33 | UBS AM, a distinct business unit of… | 220.51K | +4.5% | $12.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 34 | Swiss National Bank | 219.10K | -2.6% | $12.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Nuveen, LLC | 208.71K | +18.0% | $12.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 36 | First Trust Advisors Lp | 169.59K | -1.6% | $9.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 158.45K | -15.2% | $9.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | Wells Fargo & Company/Mn | 142.19K | -12.5% | $8.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 39 | Russell Investments Group, Ltd. | 111.89K | +122.5% | $7.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 40 | Susquehanna International Group, Llp | 117.47K | -22.2% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Jane Street Group, Llc | 110.23K | +10.5% | $6.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | Man Group plc | 110.67K | +79.2% | $6.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 43 | Raymond James Financial Inc | 110.30K | -65.8% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 44 | T. Rowe Price ✦ | 104.30K | +9.0% | $6.08M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 45 | Rhumbline Advisers | 95.96K | -9.9% | $5.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Franklin Resources Inc | 96.86K | New | $5.59M | 0.0% | New | 1 | SEC ↗ ×6 |
| 47 | AQR Capital Management ✦ | 86.91K | -4.9% | $5.34M | 0.0% | ▼ Trim | 9 | SEC ↗ ×12 |
| 48 | State Board Of Administration Of… | 90.96K | -3.0% | $5.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Legal & General Group Plc | 87.75K | +4.9% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 50 | Universal- Beteiligungs- und… | 87.88K | -3.8% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Point72 Asset Management ✦ | 77.15K | -14.5% | $5.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | New York State Common Retirement… | 83.22K | -2.8% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Bnp Paribas Financial Markets | 78.49K | +529.0% | $4.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | GAMCO Investors ✦ | 74.00K | -0.1% | $4.33M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 55 | Barclays Plc | 69.22K | +48.6% | $4.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 56 | JPMorgan Chase ✦ | 64.89K | -18.5% | $4.26M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 57 | Squarepoint Ops LLC | 65.89K | +86.8% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Storebrand Asset Management As | 62.51K | -12.8% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 59 | Ameriprise Financial Inc | 57.53K | -11.9% | $3.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 60 | Sei Investments Co | 45.10K | -8.0% | $2.79M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 61 | Citigroup Inc | 42.89K | -0.7% | $2.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 62 | Balyasny Asset Management L.P. | 38.96K | New | $2.55M | 0.0% | New | 1 | SEC ↗ ×2 |
| 63 | LPL Financial LLC | 38.36K | +4.1% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 64 | Creative Planning | 34.74K | +21.2% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 65 | Tudor Investment Corp Et Al | 31.09K | +55.5% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Marshall Wace ✦ | 30.61K | -77.8% | $2.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 67 | Alliancebernstein L.P. | 42.10K | +14.0% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Osaic Holdings, Inc. | 26.67K | +98.2% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 69 | Zurcher Kantonalbank (Zurich… | 27.33K | 0.0% | $1.59M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 70 | Voya Investment Management Llc | 23.80K | -2.2% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 71 | Manufacturers Life Insurance… | 25.58K | -5.1% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Corient Private Wealth LP | 22.62K | +87.7% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | Pictet Asset Management Holding SA | 16.18K | -5.8% | $933,586 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Neuberger Berman Group LLC | 13.40K | New | $773,295 | 0.0% | New | 1 | SEC ↗ ×2 |
| 75 | Focus Partners Wealth | 11.25K | +73.5% | $736,004 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Victory Capital Management Inc | 12.59K | +1.4% | $726,212 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Stifel Financial Corp | 12.27K | -11.7% | $707,694 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 78 | Cerity Partners LLC | 11.62K | -12.6% | $695,996 | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 79 | Mercer Global Advisors Inc /Adv | 10.93K | +40.2% | $682,041 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 80 | Clearbridge Investments, LLC | 10.00K | 0.0% | $654,400 | 0.0% | Held | 3 | SEC ↗ |
| 81 | Commonwealth Equity Services, Llc | 10.69K | -1.7% | $616,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Blair William & Co/Il | 10.63K | +42.9% | $614,925 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Mariner, LLC | 9.87K | +5.3% | $595,240 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 84 | HighTower Advisors, LLC | 8.97K | +26.6% | $555,478 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 85 | Connor, Clark & Lunn Investment… | 8.84K | New | $545,879 | 0.0% | New | 1 | SEC ↗ ×2 |
| 86 | Deutsche Bank Ag\ | 9.11K | +4.2% | $527,858 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 87 | Capstone Investment Advisors, Llc | 8.68K | -18.4% | $500,894 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 7.69K | -3.2% | $451,052 | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 89 | Jones Financial Companies Lllp | 6.18K | +80.0% | $385,776 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 90 | National Bank Of Canada /Fi/ | 6.15K | -39.4% | $358,101 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 91 | CIBC Asset Management Inc | 5.46K | New | $314,869 | 0.0% | New | 1 | SEC ↗ |
| 92 | Northwestern Mutual Wealth… | 4.27K | +0.1% | $249,871 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 93 | Us Bancorp \De\ | 4.08K | +4.3% | $242,049 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 94 | Lido Advisors, LLC | 4.11K | New | $237,205 | 0.0% | New | 1 | SEC ↗ |
| 95 | Ensign Peak Advisors, Inc | 4.05K | -12.0% | $233,627 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Wealth Enhancement Advisory… | 3.31K | New | $223,265 | 0.0% | New | 1 | SEC ↗ |
| 97 | Pnc Financial Services Group, Inc. | 3.73K | -16.1% | $217,800 | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 98 | Prudential Financial Inc | 3.51K | New | $202,700 | 0.0% | New | 1 | SEC ↗ |
| 99 | Fifth Third Bancorp | 2.41K | +28.8% | $143,134 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 100 | Daiwa Securities Group Inc. | 1.55K | New | $101,301 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $94.05M | 0.0% |
| Mackenzie Financial Corp | $18.61M | 0.0% |
| Franklin Resources Inc | $5.59M | 0.0% |
| Balyasny Asset Management L.P. | $2.55M | 0.0% |
| Neuberger Berman Group LLC | $773,295 | 0.0% |
| Connor, Clark & Lunn… | $545,879 | 0.0% |
| CIBC Asset Management Inc | $314,869 | 0.0% |
| Lido Advisors, LLC | $237,205 | 0.0% |
| Wealth Enhancement Advisory… | $223,265 | 0.0% |
| Prudential Financial Inc | $202,700 | 0.0% |
| Daiwa Securities Group Inc. | $101,301 | 0.0% |
Exited
| Hsbc Holdings Plc | $1.10M | was 0.0% |
| Amundi | $264,223 | was 0.0% |
| Renaissance Technologies | $219,788 | was 0.0% |
| Holocene Advisors, LP | $207,581 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 293 holders, 62.75M shares, $2.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.